07/02/2019
Yet Another Merrill Lynch Team Opts for Independence with Sanctuary
A driving factor in our decision to go independent was our team’s unrelenting commitment to acting in the best interests of our clients.
Wealth and Asset Management
07/01/2019
Lombard Odier’s Wealth Technology Wins Global Industry Award
This award adds to a growing stable of accolades won recently for our technology solutions.
07/01/2019
How philanthropy will play a growing role in African HE
Education comes at a cost and Africa has struggled more than any other region to get the funding it needs in higher education. There are many complicated reasons for this, but one ubiquitous explanation is lack of investment.
07/01/2019
Get Inspired With Our 2019 Summer Reading List
Are you sitting comfortably? Here’s our annual pick of the best books to read over the coming months.
07/01/2019
Wealth managers head to Singapore as China concerns dim Hong Kong's lure
Move comes as some HK tycoons start moving wealth offshore
07/01/2019
Money, money, money – the secrets of SA’s super-rich
The AfrAsia Bank SA Wealth Report for 2019 said there are five South African US dollar billionaires living in the country (those with net assets of $1 billion or more).
07/01/2019
South Africa Wealth Report 2019
The total private wealth held by people living in SA amounted to approximately US$649 billion as at December 2018.
07/01/2019
Intrinsic rebrands as Quilter Financial Planning
The multi-asset arm of Old Mutual Global Investors has already become Quilter Investors - with the rest bought out to become Merian Global Investors - while the platform will rebrand to Quilter Wealth Solutions next year.
07/01/2019
Sotheby's goes private: What it means for the art market
The ending of the auction house's 31-year run as a public company could usher in many changes.
07/01/2019
What’s Ailing UBS’ Mega-Wealth Unit?
The Swiss bank’s stock has languished against all-time highs in the wider Swiss market
07/01/2019
Equiom shortlisted by STEP for Trust Company of the Year
Hosted in London later this year, the ceremony will attract more than 700 practitioners from the wealth management industry and Equiom will send a team of ten to represent the business.
07/01/2019
Vontobel AM loses sustainable real estate arm in buy-out
The division is primarily focused on the firm's sustainable real estate range
06/28/2019
Envestnet | Tamarac to Support Merrill Private Wealth Management Advisors With Tamarac Reporting
Tamarac and Merrill have begun onboarding and setting up servicing for an initial group of up to 1,000 Merrill Private Wealth Management clients.
06/28/2019
Novia Global platform adds EQ positive impact portfolios
EQ will add an exciting new dimension to socially responsible investing within model portfolios via the platform with their Positive Impact Portfolios.
06/28/2019
Charlotte Ransom: ‘Wealth management is expensive, clunky and has no decent technology’
Netwealth CEO says her firm is here to modernise money management
06/28/2019
Big data crucial to serve mass affluents cheaply
Wealth managers will need to use AI and big data to keep their share of the mass affluent market out of the hands of robo advisers.
06/28/2019
What's Behind the 'Great Unbundling' of Wealth Management?
The latest thinking on what trends in the world of financial services mean for advisors, other industry players, and the products and services they offer.
06/28/2019
New number of shares in Handelsbanken
The share capital amounts to SEK 3 024 229 657,40 after the increase.
06/28/2019
Zug WM: how I navigate risk in unpredictable markets
In our risk classifications, we always work to a maximum equity quota, and depending on the cyclical assessment, we turn the screw back – all the way down to 0% if necessary.
06/28/2019
Merrill upgrades reporting for its wealthiest clients
The bank hopes to reach ultrahigh-net-worth clients who have complex investing needs, says Don Plaus, head of Merrill Private Wealth Management.